See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,679 | $110,094+134.1% | $151,611+70.0% | $68,494+276.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.43% | -10.12%-4.3pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $6,651 | $4,471+48.8% | $6,166+7.9% | $2,596+156.2% |
| Participant deferral / active EE | $7,954 | $6,527+21.9% | $8,363-4.9% | $4,027+97.5% |
| Admin fee / account holder | $6,788 | $7,719-12.1% | $11,616-41.6% | $5,403+25.6% |